Close + Retently Integration

Connect Close to Retently in 1 click

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1.
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Retently
    Survey response is created in Retently
  • Retently
    Customer is created in Retently
  • Retently
    Company is created in Retently
  • Retently
    Overall metric score is updated in Retently
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2.

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Ready Workflows Ready Workflows   for Close + Retently Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Retently + Close Integration

Create Close opportunity for new Retently response

Integrating your Close with your Retently, can help you automatically create new opportunitys based on responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Retently - Close integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Retently + Close Integration

Create Close task for new Retently response

It's important to stay on top of your customer relationships, and one way to do that is to create Close tasks for new Retently responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Close task for new Retently response received today - your customers will thank you for it!
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Retently + Close Integration

Create Close contact for new Retently response

When someone completes your Retently, a new contact is automatically created in your Close. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Retently is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Retently - Close integration set up makes it easy to manage your customer relationships and grow your business.
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Automations

Top 10 Most Popular Close Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate

Top 10 Most Popular Retently Automations from
Integrately Community

Most popularmost-popular-automations
01
Retently logo
ClickSend SMS logo
Send ClickSend SMS message for new Retently response
02
Retently logo
Twilio logo
Send Twilio sms for new Retently response
03
Retently logo
SendGrid logo
Send SendGrid email for new Retently response
04
Retently logo
Manychat logo
Send ManyChat message for new Retently response
05
Retently logo
MessageBird logo
Send MessageBird message for new Retently response
cloud
Retently
app integration
06
Retently logo
Telnyx logo
Send Telnyx message for new Retently response
07
Retently logo
SMS Idea logo
Send SMS Idea message for new Retently response
08
Retently logo
sms77 logo
Send sms77 message for new Retently response
09
Retently logo
Burst SMS logo
Send Burst SMS message for new Retently response
10
Retently logo
Postmark logo
Send Postmark message for new Retently response
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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750 Tasks
in $19.99
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in $19.99

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Want to automate something else in your workflow?

You Can Also Connect Close or Retently With 1400+ Other Apps

Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
Retently
Retently
Retently is a survey tool that helps you measure customer satisfaction and collect valuable feedback. With the help of our surveys, you can improve your product or service, as well as provide excellent support.